See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,661 | $157,256-55.7% | $141,162-50.7% | $152,861-54.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 37.28% | 64.32%-27.0pp | 71.39%-34.1pp | 345.32%-308.0pp |
| Employer contribution / active EE | $9,201 | $5,261+74.9% | $4,735+94.3% | $4,762+93.2% |
| Participant deferral / active EE | $12,948 | $7,109+82.1% | $6,709+93.0% | $5,850+121.3% |
| Admin fee / account holder | $1,701 | $12,120-86.0% | $10,261-83.4% | $11,596-85.3% |